Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
BIGSUR WEALTH MANAGEMENT LLC 07-19-2024 06-30-2024 155 326,608,109
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
SPDR S&P 500 ETF TR TR UNIT 1 $30,304,020 55,504 0.01 0.01 900 1.65 06-30-2024
BERKSHIRE HATHAWAY INC DEL CL A 2 $19,591,712 32 0.01 0.01 1 3.23 06-30-2024
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 3 $11,715,130 175,455 0.00 0.01 4,550 2.66 06-30-2024
APPLE INC COM 4 $10,973,934 52,103 0.00 0.00 22,470 75.83 06-30-2024
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